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Batch Manager Tool (BMT)

The Batch Manager Tool (BMT) is a MinistryPlatform application that allows you to create batches of donations. With this tool, you can either create donations manually or with the assistance of a check scanner. It uses state-of-the-art CAR/LAR technology powered by A2iA, the worldwide leader in image analysis. The BMT has a streamlined UI with all of your donation processing details on one screen!

The BMT should be thought of as a utility with a specific focus on entering new batches of donations. It was designed for use by volunteers and staff who might be working at various, remote locations in a multi-site church setting.

Like other MinistryPlatform applications, the BMT can be accessed from anywhere. If you use a check scanner, the BMT prompts you to download the scanning tool. With this tool, the scanner can communicate with the BMT.

All information is saved automatically to your MinistryPlatform database on your MinistryPlatform server. The BMT can scan or import up to four images from any import file for each donation: check front, check back, alt front, and alt back (most commonly used for checks with envelopes).

The basic Batch Manager Tool workflow is:

  1. Create a batch. An empty batch is created in MinistryPlatform.

  2. Scan checks. Donation records (with check images) are created in MinistryPlatform.

  3. Assign donors, dollars, and distributions. Any changes are saved to MinistryPlatform.

  4. Finalize the batch. A finalized date is added to the batch in MinistryPlatform.

You can also:

  • Import XML or BankOne.txt files from third party donation processing systems.
  • Export an X937 (ICL) file for your bank.

Other tasks associated with donation processing should be done in MinistryPlatform after batches have been finalized in the BMT. These other tasks include running reports, combining batches into deposits, and exporting deposits to your accounting system.